Creatio CRM Features, Reviews & Pricing (August 2026)

About Creatio CRM

Deep Dive with Clara AI

Creatio is an AI CRM and workflow platform where people and AI agents work together - with no limits on users, agents, or scale. Designed for midsize and large enterprises, it delivers enterprise-grade CRM across sales, marketing, and service alongside Creatio Studio, a no-code agentic platform for building apps and AI agents without coding. With unlimited workflows, 19 industry templates, and AI agents included across all plans, Creatio gives organizations the freedom to automate at scale and the tools to do it without technical constraints.

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Pricing

Free Trial Not Available
Starts at $40.00. Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

98%
Reviews

73%
Momentum

60%
Popularity

65%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)
Desktop App (Windows, Mac)

Organization Types Supported

Large Enterprises
Medium Business

API Support

Available

Modes of Support

24/7 (Live rep), Business Hours, Online

Creatio CRM Features

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CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

98%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

Customization

Helps to customize the system for use in industry-specific use cases

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Contract Management Features

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Specialty Contracts

Helps managing specialty or formal contracts that mainly are written agreements, as a deed.

Sell Side (Customers)

Helps in managing the contracts related to the firms that sell investment services to asset management firms/organizations

Lifecycle Management

Helps in automating and managing all the critical phases of a contract, starting from its initiation until its compliance and renewal.

Government Contracts

Helps taking care of Government contracts that allows you to sell your goods/services to the Government and its different agencies

Full Text Search

Allows and helps in searching for a single or a collection of computer-stored documents in a full-text database.

Digital Signature

A facility to capture digital signature in a secure format

Contract Templates

Provides ready-made beautiful templates for writing different types of contracts

Contract Drafting

Helps in drafting a reliable and secure contract for understanding properly the terms of the agreement

Completion Tracking

Helps in setting certain completion criteria for any activity within a contract management process

Buy Side (Suppliers)

Helps managing contracts of firms that buy investment services like securities

Auto Extraction

Helps in conducting auto scanning of data and extract the required piece of information from a contract document

Approval Workflow

Allows to route the documents to one or multiple people for seeking their approval

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

Marketing Automation Features

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Website Visitor Tracking

This feature allows you to analyze and understand the behavior of your website visitors.

Lead Nurturing

Timely following up with your leads in order to convert them into a prospective customer.

Landing Pages

Enables you to create an attractive platform where your subscribers will be directed to upon clicking on a link in the email

Email Drip Campaigns

An email drip campaign helps you automatically send a series of emails at regular intervals.

Channel Management

It is the process that assists businesses to develop various marketing strategies and techniques in order to reach out to the potential customer base as much as possible.

Campaign Segmentation

A feature that helps to acquire more leads by evaluating anonymous website visitors along with their buying needs, preferences, and loyalty.

Analytics (ROI Tracking)

ROI (Return on Investment) evaluates the profitability of your expenditure on a marketing program and identifies the most effective campaigns to drive revenue.

Multivariate Testing

Allows testing different variations of multiple webpage elements to find the best one among them

Help Desk Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Multi-brand Help desk

Allows to manage multiple support portals on a single platform by offering product differentiation and branding features

IT Asset Management

Helps to automate the full IT lifecycle of software and hardware assets on a single platform

Incident Management

Helps in identifying, analyzing and rectifying a bad incident or issues to ensure it does not reoccur in future

Social Media Integration

Enables integrating the software with social media for better reach and coverage

Multi-Channel Communication

Helps in receiving queries and offering help through multiple channels

Macros (Templated Responses)

It helps to store, create, and send pre-written responses to maintain the flow of the conversation.

Document Storage

Helps in storing the documents electronically and in a systematic way

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Ticket Management

Facilitates in recording and organizing customer complaints into tickets and systematically track their progress until they are resolved

Surveys and Feedback

Helps to disclose the relationship of customer satisfaction rate with sales trends and also helps to get direct accurate feedback

Known Issue Management

Helps to tackle and to manage familiar issues or routine challenges

Knowledge Base

Helps to compile repetitive customer queries and structures them into retrievable how-to articles or FAQs.

Contract (SLA Management)

Helps to manage, automating and organizing important aspects concerning a service-level agreement

Community Forums

Provides an online discussion site that includes a panel of experts who give expert advice and satisfy queries of any kind relevant to the company

Automated Routing

It helps in automatically directing queries and data to the appropriate agent.

Alerts (Escalation)

Helps to route critical tickets to the boss or in-house experts and alerting against them when such come

Self Service Portal

Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions

Multi-language Support

Available in multiple languages to support global customers

Live Chat

Allows you to instantly communicate with your customers and/or exchange chat messages online

Creatio CRM Pricing

Free Trial

Not available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Growth $40.00 $40.00 per user / month

AI-native CRM and workflow automation for growing businesses, with full access to AI capabilities included.

Enterprise $55.00 $55.00 per user / month

Full-scale enterprise automation with advanced CRM, unlimited workflows, and industry-specific tools.

Unlimited Custom

The full platform + all CRM products (Sales, Marketing, Service) with no per-user, per-agent, or per-workflow limits.

Disclaimer: The pricing details were last updated on 03/01/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Creatio CRM Pricing